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Morningstar

JPMorgan Equity Income I HLIEX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See JPMorgan Investment Hub

Morningstar’s Analysis HLIEX

Will HLIEX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable HLIEX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the HLIEX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of HLIEX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A closed strategy with considerable appeal.

Analyst Paul Ruppe

Paul Ruppe

Analyst

Summary

JPMorgan Equity Income has talented leadership and a well-tested approach that earn the strategy a Morningstar Analyst Rating of Gold for all but its most expensive share class, which gets Silver.

by Paul Ruppe
Rated on Published on

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